Loomis, Sayles & Company
BURL icon

Loomis, Sayles & Company’s Burlington BURL Stock Holding History

Loomis, Sayles & Company’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Hold
2,011
– – ﹤0.01% 518
2026
Q1 		$654K Buy
2,011
+323
+19% +$98.9K ﹤0.01% 516
2025
Q4 		$488K Buy
1,688
+1,514
+870% +$411K ﹤0.01% 511
2025
Q3 		$44.3K Buy
+174
New +$47.3K ﹤0.01% 624
2025
Q1 		– Sell
-330
Closed -$94K – 732
2024
Q4 		$94K Hold
330
– – ﹤0.01% 565
2024
Q3 		$87K Buy
330
+175
+113% +$45.3K ﹤0.01% 563
2024
Q2 		$37K Buy
+155
New +$31.9K ﹤0.01% 655
2024
Q1 		– Sell
-37
Closed -$7K – 729
2023
Q4 		$7K Sell
37
-12
-24% -$1.79K ﹤0.01% 838
2023
Q3 		$7K Buy
+49
New +$7.86K ﹤0.01% 860
2022
Q1 		– Sell
-425
Closed -$124K – 1010
2021
Q4 		$124K Hold
425
– – ﹤0.01% 593
2021
Q3 		$121K Hold
425
– – ﹤0.01% 569
2021
Q2 		$137K Sell
425
-146
-26% -$46.5K ﹤0.01% 542
2021
Q1 		$171K Buy
571
+82
+17% +$22.3K ﹤0.01% 513
2020
Q4 		$128K Hold
489
– – ﹤0.01% 521
2020
Q3 		$101K Hold
489
– – ﹤0.01% 536
2020
Q2 		$96K Buy
+489
New +$92.1K ﹤0.01% 529

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's BURL Position: Q2 2026 in Review

Loomis, Sayles & Company held its Burlington (BURL) position steady in Q2 2026 at 2,011 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Loomis, Sayles & Company first reported a position in BURL in Q2 2020 and has held it in 16 quarters since. The position peaked at $654K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Loomis, Sayles & Company held 2,011 shares of Burlington worth $637K as of Q2 2026.
  • Loomis, Sayles & Company left its Burlington share count unchanged in Q2 2026.
  • Burlington made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #518 holding.
  • Loomis, Sayles & Company first reported a position in Burlington in Q2 2020 and has held it in 16 quarters since.
  • Loomis, Sayles & Company's Burlington position peaked at $654K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.